Summary
Overview
Work History
Education
Skills
Languages
Timeline
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GARRETT JOHNSON

Payson,UT

Summary

Energetic customer service professional with over 5 years of experience and eager to deliver positive, memorable experiences to every customer. Consistently exceed expectations with strong time management and multitasking abilities..

Overview

3
3
years of professional experience

Work History

Member Service Associate

Mountain America Credit
06.2022 - Current
  • Manage over 80 inbound / outbound calls a day while processing death claims, account openings, account transfers, rollovers, Roth conversions, account maintenance, RMDs, and QCDs
  • Coach and lead other member service associates through calls, processes and difficult situations
  • Coordinate monthly team calls with advisers to find more efficient practices and handle productive conflict

Financial Service Representative

Mountain America Credit Union
01.2021 - 09.2021
  • Assess and advise members to do what was tailored to them specifically in offering loans, credit cards, new accounts, products and business services
  • Assist members through inbound calls and respectfully guide them through banking issues, consolidations and complaints
  • Proactively reach out to members to help them save money, meet with business professionals and achieve their financial dreams.

Member Service Associate

Mountain America Credit
09.2021 - 06.2021
  • Called referrals and assessed their basic financial picture and provided options to meet with business partners or financial advisers
  • Handled inbound and outbound calls and provided account info, scheduled appointments, followed up on death claims, account transfers, and sent out paperwork to clients
  • Multitasked by doing daily tasks received by advisers and handling inbound and outbound calls.

Member Service Representative

Mountain America Credit Union
07.2020 - 01.2021
  • Closed on average 40 to 50 sales a month including opening CDs, sending business partner referrals, offering online services, and providing saving solutions
  • Assist customers in a professional manner through completing transactions, handling complaints, offering solutions, and taking care of banking issues
  • Delivered excellent customer service through MACU AAA (Assess, Advice and Assist) sales approach.

Education

High School Diploma - Spanish

Spanish Fork High
Spanish Fork
05.2018

Skills

  • Accountability
  • Customer Service
  • Time Management
  • Servicing Productive Conflict
  • Communication
  • Leadership
  • Problem Solving
  • Hardworking
  • Languages
  • Spanish

Languages

Spanish
Full Professional

Timeline

Member Service Associate

Mountain America Credit
06.2022 - Current

Member Service Associate

Mountain America Credit
09.2021 - 06.2021

Financial Service Representative

Mountain America Credit Union
01.2021 - 09.2021

Member Service Representative

Mountain America Credit Union
07.2020 - 01.2021

High School Diploma - Spanish

Spanish Fork High

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